SCHOOL NURSES ASSOCIATION OF NC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

AMY MCATEER-JONES

Tax Period

2017-08-01 to 2018-07-31

SCHOOL NURSES ASSOCIATION OF NC, founded in 1992, is a micro nonprofit that reported $34K in total revenue in fiscal year 2017. Expenses of $41K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO OFFER SCHOLARSHIPS AND TO FOSTER PROFESSIONALISM AMONG THE MEMBERSHIP AS IT RELATES TO THE SCHOOL NURSE PROFESSION.

Program Service Accomplishments

Program 1

Expenses: $39,404

SCHOOL NURSE EDUCATION PROGRAMS, MISSION TO SUPPORT SCHOOL NURSES IN THE PROMOTION OF OPTIMAL STUDENT HEALTH AND SUCCESS. PROMOTING: HEALTHY CHILDREN LEARN BETTER AND MAKING A HEALTHY DIFFERENCE IN...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $31,953

Program Service Revenue $0

Investment Income $1,805

Other Revenue $0

TOTAL REVENUE $33,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,271

Other Expenses $41,271

TOTAL EXPENSES $41,271

Year-over-Year Comparison

	2017	2016	Change
Revenue	$33,758	$33,635	+0.0%
Expenses	$41,271	$36,937	+0.1%
Net Income	$-7,513	$-3,302	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL HERBERG	TREASURER	2.00	Director	$0	$0	$0
AMY MCATEER-JONES	PRESIDENT	1.00	Director	$0	$0	$0
AMY WIDDERICH	PRESIDENT EL	1.00	Director	$0	$0	$0
ELIZABETH NEWLIN	PAST PRESIDE	1.00	Director	$0	$0	$0
ALICE ELIO	SECRETARY	1.00	Director	$0	$0	$0
KAREN KERLEY	NASN DIRECTO	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$33,758	$41,271	$67,018	$-7,513